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Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
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US$12.00
FV
51.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 38.04
FV
24.6% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
29
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
53.6% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
5
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Huntington Ingalls Industries
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rising US Defense Budgets Will Boost Unmanned Maritime Systems Deployment
Key Takeaways Favorable defense policy trends, new tech segment wins, and backlog growth drive strong long-term revenue potential, margin expansion, and cash flow stability. Operational improvements, tech partnerships, and industrial base revitalization enhance efficiency, reduce costs, and support consistent earnings growth.
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US$284.90
FV
4.6% undervalued
intrinsic discount
5.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
39
users have followed this narrative
7 days ago
author updated this narrative
Höegh Autoliners
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Tariffs And EV Shift Will Weaken RoRo Demand
Key Takeaways Shifting automotive production and stricter U.S. trade policies threaten long-term shipping demand and revenue stability for Höegh Autoliners. Increased vessel supply and environmental compliance costs risk lower pricing power, compressed margins, and diminished future earnings growth.
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NOK 65.37
FV
72.6% overvalued
intrinsic discount
-11.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Freshpet
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Secular Trends And New Production Will Unlock Premium Pet Demand
Key Takeaways Freshpet is poised for accelerated margin expansion and free cash flow growth, driven by production advances, operational improvements, and underappreciated total addressable market potential. Category innovation, digital expansion, and premiumization trends support durable volume, pricing power, and long-term revenue runway well above current expectations.
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US$135.01
FV
57.0% undervalued
intrinsic discount
15.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
American Eagle Outfitters
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Urbanization And Digital Trends Will Broaden Gen Z Apparel Appeal
Key Takeaways Streamlined supply chain, aggressive cost control, and digital investments are set to drive both margin improvements and earnings growth beyond typical expectations. Aerie, OFFLINE, and core brands capitalize on shifting consumer values and omni-channel trends, fueling market share gains and long-term brand loyalty.
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US$17.40
FV
30.0% undervalued
intrinsic discount
2.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Rightmove
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
UK Property Portal Will Face Tighter Regulation And Mounting Digital Challenges
Key Takeaways Stagnating property transactions, regulatory risks, and a saturated market limit growth and threaten the sustainability of high margins amid rising costs and agent resistance. Disruption from proptech and tightening data regulations could compress Rightmove's market share, pricing power, and restrict the potential of its data-driven initiatives.
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UK£4.87
FV
57.3% overvalued
intrinsic discount
7.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Spin Master
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Tariffs And Franchise Reliance Will Hinder Revenue Amid Digital Upside
Key Takeaways Heavy reliance on key franchises and licensed brands exposes Spin Master to significant revenue and gross margin volatility if any major IP underperforms. Higher input, operational, and promotional costs are pressuring margins, while global trade disruptions and demographic shifts challenge revenue growth and operational resilience.
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CA$23.90
FV
3.1% undervalued
intrinsic discount
1.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Agenus
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Precision Medicine And Global Aging Will Revolutionize Cancer Care
Key Takeaways Multiple transformative financing options and imminent investments could rapidly strengthen balance sheets and accelerate R&D, removing near-term funding concerns. Promising immunotherapy data, strong leadership, and strategic flexibility position the company for rapid market expansion, multi-indication approvals, and potential acquisition interest.
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US$23.00
FV
79.9% undervalued
intrinsic discount
12.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
News
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Rising Digital Media Consumption And Smartphones Will Secure Trusted Subscriptions
Key Takeaways Accelerating AI-driven products, strategic M&A, and global digital reach position News for rapid margin expansion and recurring revenue growth outpacing market expectations. Premier brands, data privacy investment, and trusted content provide long-term pricing power and durable subscription and advertising revenue amid regulatory pressures.
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US$45.00
FV
33.9% undervalued
intrinsic discount
4.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
7 days ago
author updated this narrative
Hamilton Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Transformation And Globalization Will Expand Specialty Markets
Key Takeaways Growing demand for specialty insurance and enhanced digital capabilities are driving strong revenue growth, pricing power, and improved underwriting profitability. Expanded global reach, higher-quality business access, and a strong capital position support long-term earnings resilience and future growth opportunities.
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US$25.43
FV
8.1% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
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